LME's Hong Kong expansion highlights market in transition
This is less about warehousing and more about relevance.
Category: Global Trade
Court of International Trade sets limits on extrusion duty appeals
The ruling might not be the last word – but it’s a signal on where future cases my land.
Maritime tax maneuvers: Can port fees really bring U.S. shipbuilding back?
By know you must have “tariff fatigue,” so we are shifting gears to focus the maritime tax proposals of the United States Trade Representative (USTR) plus some other lowkey tax relief bills that may have out-sized positive effects to sectors served by aluminum. United States Trade Representative (USTR) port fee plans for Chinese ships The […]
Gears grinding: What tariffs mean for automakers and the metal behind them
“They need a little bit of time,” Trump said this week, referring to carmakers shifting their sourcing back to the U.S. “Because they’re going to make them here.”
Tariff talks define Alcoa's Q1
“It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum” - Alcoa during Q1 2025 earnings call
Tariffs, flat scrap and slippery LME
A turbulent week in aluminum - Tariffs tighten, prices slip, and the scrap market holds its breath.
Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
A week after Liberation Day, the global economy got a 90-day “stay of execution”
Data centers are outbidding aluminum smelters for power, and its pricing U.S. manufacturing out of the market.
Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
The Value Trap: USMCA Compliance Paradoxes
Maybe it’s a thought exercise for a strategic sourcing manager or maybe it could be a very real supply chain hurdle.